Shintai
Supreme [H]ardness
- Joined
- Jul 1, 2016
- Messages
- 5,677
Zen doesn't need to be as fast as top end Xeons to be successful, as long as it gets to Ivy Bridge levels margin improvements will pull AMD into the black. The foundation of Zen if its good enough to do that, then they will stabilize future versions as well. Of course we still don't know what Intel will do, but that is too far ahead to really get any clear picture of that.
There is a few cave rats, because the datacenter business is ruthless in this point. If Zen cant compete with Xeons in terms of perf/watt. Then sales will be ~0 in the server segment.
Zen if it reaches Ivy bridge levels or Haswell, AMD will have a 3 year gap where they can make profits, but that is only if Intel sits idle!, AMD has already shown their cards when it comes to future projections of Zen so Intel can plan ahead for their next CPU's, Cannon Lake and make sure AMD doesn't get anywhere. So that cuts that three years down to a year and half. This is all with only margins increases and slight marketshare uptake in desktop and notebook.
At 3Ghz? Certainly not. At same clocks? Highly doubtful. Zen isn't going to make AMD profits, unless its actually beats or equals competition. If AMD is going to sell top parts for cheap for them to sell at all. Then its not making any profit to write home about. Also they need more revenue. And the Zen APU is a Q4 2017 if not later product. 99% of Intels consumer sales is CPUs with IGP.
If the Zen quad core is a 2.8/3.2Ghz part as information so far points to. Then its already a sub 150$ product. And even if they reach Haswell IPC, its to fight against something like i5 4430 that was sold 3 years earlier.
Zen is another dream from AMD to reenter the server segment. Something way out of reach. Desktop and mobile is all secondary thoughts.
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